Latest Institutional Transactions on Advanced Energy Industries Inc (AEIS)
This table provides information on the latest institutional transactions involving Advanced Energy Industries Inc (AEIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-613- 59.92% |
$62.3K - $75.2K
|
410
$46.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
137+ 16.08% |
$13.9K - $16.8K
|
989
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.24K- 3.45% |
$228K - $275K
|
62.6K
$7.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-831- 0.76% |
$84.5K - $102K
|
108K
$12.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1+ 8.33% |
$102 - $123
|
13
$1.46K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19+ 25.68% |
$1.93K - $2.33K
|
93
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
528+ 6.53% |
$53.7K - $64.8K
|
8.62K
$971K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
8.38K+ 59.73% |
$852K - $1.03M
|
22.4K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.54K- 3.3% |
$156K - $188K
|
45K
$5.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
9+ 14.06% |
$915 - $1.1K
|
73
$8.22K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-728- 11.52% |
$74K - $89.3K
|
5.59K
$630K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-1.53K- 6.99% |
$156K - $188K
|
20.4K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4- 3.57% |
$407 - $491
|
108
$12.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-383- 2.62% |
$39K - $47K
|
14.3K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$180K - $218K
|
1.77K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-112- 0.52% |
$11.4K - $13.7K
|
21.4K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
96New |
$9.76K - $11.8K
|
96
$10.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.48K- 43.78% |
$353K - $426K
|
4.46K
$503K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-19- 0.96% |
$1.93K - $2.33K
|
1.96K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
10.9K+ 26.84% |
$1.11M - $1.34M
|
51.7K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
622+ 56.75% |
$63.3K - $76.3K
|
1.72K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-22- 6.32% |
$2.24K - $2.7K
|
326
$36.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$102 - $123
|
7
$788
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
245+ 0.36% |
$24.9K - $30.1K
|
68.8K
$7.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-199- 0.11% |
$20.2K - $24.4K
|
187K
$21.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-451- 11.55% |
$45.9K - $55.3K
|
3.45K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.9K+ 10.15% |
$1.31M - $1.58M
|
140K
$15.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
230+ 3.33% |
$23.4K - $28.2K
|
7.13K
$803K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
85+ 1.73% |
$8.65K - $10.4K
|
5.01K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8+ 0.24% |
$814 - $982
|
3.39K
$382K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-33- 1.4% |
$3.36K - $4.05K
|
2.32K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
62K+ 59.33% |
$6.31M - $7.61M
|
167K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
8.78KNew |
$893K - $1.08M
|
8.78K
$988K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.85% |
$102 - $123
|
55
$6.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 1.18% |
$203 - $245
|
167
$18.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
122New |
$12.4K - $15K
|
122
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
100+ 2.23% |
$10.2K - $12.3K
|
4.59K
$517K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
116+ 6.1% |
$11.8K - $14.2K
|
2.02K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
580+ 17.72% |
$59K - $71.2K
|
3.85K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-613- 6.29% |
$62.3K - $75.2K
|
9.14K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 25.0% |
$102 - $123
|
3
$338
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2New |
$203 - $245
|
2
$225
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-73- 7.43% |
$7.42K - $8.96K
|
910
$103K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
569+ 22.8% |
$57.9K - $69.8K
|
3.07K
$345K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$102 - $123
|
251
$28.3K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-3K- 47.69% |
$305K - $368K
|
3.29K
$371K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
182+ 535.29% |
$18.5K - $22.3K
|
216
$24.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
285+ 30.13% |
$29K - $35K
|
1.23K
$139K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35K- 25.93% |
$3.25M - $4.19M
|
100K
$11.3M
|
|
|
Nov 19, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-41.7K- 76.53% |
$3.87M - $4.99M
|
12.8K
$1.44M
|
|